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WealthPLAN Partners’s CrowdStrike CRWD Stock Holding History

WealthPLAN Partners’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-400
Closed -$39K – 237
2026
Q1 		$39K Buy
+400
New +$42.4K 0.01% 219

Other funds holding CRWD

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WealthPLAN Partners's CRWD Position: Q2 2026 in Review

WealthPLAN Partners increased its CrowdStrike (CRWD) stake by 10% in Q2 2026, buying an estimated $31.8K and bringing the position to 2,440 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #168.

WealthPLAN Partners first reported a position in CRWD in Q1 2023 and has held it in 11 quarters since. The position peaked at $920K in Q4 2025. 1,015 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • WealthPLAN Partners held 2,440 shares of CrowdStrike worth $466K as of Q2 2026.
  • WealthPLAN Partners bought 224 CrowdStrike shares in Q2 2026, an estimated $31.8K.
  • CrowdStrike made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #168 holding.
  • WealthPLAN Partners first reported a position in CrowdStrike in Q1 2023 and has held it in 11 quarters since.
  • WealthPLAN Partners's CrowdStrike position peaked at $920K in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.